FT Vest US Equity Buffer & PXIDEETF
13F holders, Q4 2024 (December 31)18holders +1
3new positions
2sold out
$30.12avg. 13F price*
At the end of Q4 2024, 18 institutions reported holding FT Vest US Equity Buffer & P (XIDE) in their 13F filings, up 1 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were Sequent Planning LLC ($4.7M), Foundations Investment Advisors, LLC ($2.1M) and Harbour Investments, Inc. ($1.6M).
- Company
- FT Vest US Equity Buffer & P
- Filed as
- FIRST TR EXCHNG TRADED FD VI (Q4 2024)
- CUSIP
- 33740F326
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.3M |
| Exits | 2 | $271K |
All 13F filers, Q3 2024 → Q4 2024: 61,597 shares bought and 43,952 shares sold, net +17,645 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Sequent Planning LLC | 1.72% | Reduce -6.7% | 155,481 | $4.7M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -9.4% | 70,978 | $2.1M |
| Harbour Investments, Inc. | 0.04% | Add +3.2% | 51,979 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -16.0% | 46,992 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.0% | 36,680 | $1.1M |
| Accel Wealth Management | 0.38% | Add +19.0% | 33,386 | $1.0M |
| Advisory Resource Group | 0.16% | New | 25,557 | $770K |
| OneDigital Investment Advisors LLC | 0.01% | Add +85.9% | 17,060 | $514K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.6% | 15,557 | $469K |
| World Equity Group, Inc. | 0.09% | Reduce -28.9% | 13,923 | $419K |
| FSB Premier Wealth Management, Inc. | 0.15% | No change | 12,206 | $368K |
| Envestnet Asset Management Inc. | 0.00% | New | 10,431 | $314K |
| Grant Street Asset Management, Inc. | 0.08% | Add +2.2% | 10,261 | $309K |
| Bison Wealth, LLC | 0.06% | New | 8,300 | $250K |
| Keystone Wealth Services, LLC | 0.06% | Add +1.1% | 6,942 | $209K |
| Barclays PLC | 0.00% | Add +96.2% | 1,730 | $52K |
| UBS Group AG | 0.00% | Add +22.1% | 1,338 | $40K |
| Principal Securities, Inc. | 0.00% | Add +2.1% | 195 | $6K |
"% of holder's portfolio" is XIDE's weight in each manager's 13F, not the share of FT Vest US Equity Buffer & P the manager owns.